Is the AMT credit a dollar-for-dollar refund?
It is a non-refundable credit that reduces your tax liability. It can reduce your tax bill down to the level of your Tentative Minimum Tax (TMT), but it won't trigger...
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Does selling other stocks (like Apple or Amazon) affect my AMT credit?
Yes, they may. Because the AMT credit is tied to capital gain and loss calculations for your entire tax return, not just ISOs, capital gains or losses from your brokerage...
Read More Can I get an AMT credit back if I sell my shares in a disqualifying disposition?
Indirectly, yes. A disqualified sale of ISOs increases taxable income and could have an impact on how much AMT credit is returned in a given year, particularly in higher income...
Read More Do I lose my AMT credit if I don’t use it immediately?
No. AMT credits carry forward indefinitely during your lifetime. However, they do not adjust for inflation, so the "purchasing power" of that credit decreases the longer it sits with the...
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A Quick Take on the Tax Treatment of Incentive Stock Options
If your employer has granted you incentive stock options (ISOs), you’ve likely spent time researching the tax treatment. If so, you’ve probably read about the alternative minimum tax (AMT), and...
Read More How Might Incentive Stock Options Impact My Alternative Minimum Tax?
The most common scenario that impacts the AMT is an exercise and hold of ISOs. If you hold the shares past calendar year end, the bargain element (or the difference...
Read More How Does the Alternative Minimum Tax Impact My Overall ISO Strategy?
The Alternative Minimum Tax can be a significant concern when exercising incentive stock options, particularly if you have large bargain element, and it’s important to understand how this might impact...
Read More Does the Alternative Minimum Tax apply to me?
AMT can apply for various reasons, such as having certain business deductions or exercising and holding incentive stock options. However, just because you exercise and hold incentive stock options does...
Read More How do I calculate my Alternative Minimum Tax?
The AMT system is parallel to the regular income tax calculation and is calculated using IRS form 6251. The calculation leads to the tentative minimum tax. Generally speaking, if the...
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Why Exercising Incentive Stock Options When the Stock Price is Down May Not Be Your Best Strategy
Wouldn’t it be great if your company stock price only ever went up—especially if you’re participating in its growth through incentive stock options (ISOs)? Unfortunately, that’s not always how the...
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What You Should Know About the Alternative Minimum Tax and Incentive Stock Options
Most people understand that taxes can be a little more complicated when you have incentives stock options and other equity compensation. What they may not know is that income tax...
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6 Tips to Manage and Mitigate the Alternative Minimum Tax on Incentive Stock Options
Incentive stock options are a type of equity compensation you may receive as part of your overall compensation package. Incentive stock options, or ISOs, allow you to buy company stock...
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